Integrated Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$6K | – | 776 |
|
|
2016
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 872 |
|
|
2016
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 879 |
|
|
2016
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 845 |
|
|
2015
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 940 |
|
|
2015
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 945 |
|
|
2015
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 971 |
|
|
2015
Q1 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 935 |
|